TISA - Tax Incentivised Savings Association - Whats New

What's New

TISA Technical Bulletins - members please see here

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Other publications:
Stocks & Shares to cash ISA Transfer Guidelines
Model Transfer Authority Form

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APS allowance application and transfer process guidelines

CTF to JISA transfer guidleines


Consultation responses:
Please see here

Slides from events - please see here

TISA Events/Training

Lifetime ISA
27 June - Edinburgh
4 July - London

ISA transfers
6 June - Edinburgh

CASS - seeing through client money reconciliations
7 June - London

Additional Permitted Subscriptions
14 June - London

ISA Key Facts
20 June - London

The essentials of client money
22 June - Edinburgh
29 June - London


TISA Press Releases

'TISA joins TheCityUK membership'
'TISA says the next Government has an opportunity to significantly improve the financial wellbeing of UK consumers'
'TISA targets the inclusion of financial education on the primary school national curriculum'

Please see here  
 

 

ISA TRANSFERS DATABASES  Passwords, usernames and company codes changed 20/01/17, details circulated 17/01/17 at 11.10am.  Next update due early June.

In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.

An email alert advising of changes made to the databases is available to subscribe to on request.  Please email above address if you would like your details/colleagues adding.

From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.  An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.

Please note we are in the process of populating the databases with HMRC Z references for users.